Initiate Automatic Matching
Explanation
Matching involves tallying delivered customer order lines in the system with
invoice information received from the customer on incoming self-billing invoices.
Matching can be performed in two ways: automatically and manually.
Automatic matching will be performed according to settings on the
Customer/Order/Message Defaults tab. If the
matching type is set to one of the automatic options, then the incoming self-billing
invoices will undergo automatic matching as soon as they are received. If it
is set to No Automatic Match, you can manually initiate the automatic matching
process.
The information is matched based on the part number and matching option (delivery
note number, customer PO reference number, or reference ID) set on the
Customer/Order/Message Defaults tab. For
a successful automatic match, there must be a one-to-one match between each
incoming self-billing line and delivery. If a matching delivery is not found
or more then one matching delivery is found, an automatic matching of the line
will not be performed.
Prerequisites
- You must have received at least one incoming self-billing invoice from
the customer.
- The incoming self-billing invoice header must be in the Received, Partially
Matched, Unmatched, or Changed status. There must be at least one line that
is not in the Stopped status.
- If delivery confirmation is used, only delivery confirmed customer order
lines will be available for matching. If delivery confirmation is not used,
partially-delivered and delivered lines will be available.
- The Self Billing option on the customer order line must have
been enabled.
- The customer order line must not be invoice blocked.
- There should be no additional costs on any of the incoming self-billing
invoice lines.
System Effects
- If automatic matching was successful, a customer self-billing invoice
will be created with the matched lines, and the match type will be set to
Automatic Match.
- The deliveries included in this invoice will be updated with the customer's
data. They can be from different sites and purchase orders, but within the
same company. (The incoming self-billing invoice may contain lines from
several companies, but customer self-billing invoices are company specific.
Only lines with the same company as the first line of the incoming self-billing
invoice, will be matched and included in the customer self-billing invoice
that is created.)
- The incoming self-billing invoice will be set to the Matched status.
If all the lines on the incoming self-billing invoice could not be matched,
the status will be set to Partially Matched. If none of the lines could
be matched, the status is set to Unmatched.
- Automatically matched deliveries will not be available for further matching.